See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,590 | $73,515-6.7% | $62,995+8.9% | $147,584-53.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 30.34% | 175.43%-145.1pp | 87.57%-57.2pp | 578.55%-548.2pp |
| Employer contribution / active EE | $8,531 | $3,320+156.9% | $2,759+209.2% | $4,876+74.9% |
| Participant deferral / active EE | $26,482 | $4,185+532.8% | $3,329+695.4% | $5,439+386.9% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |